Portfolio Consultant III (Fully Remote)

• Drive investment management services for Wealth Advisors.
• Serve as main contact for portfolio strategy and implementations.
• Support newly acquired firms and develop client deliverables.

Qualifications:

• CFP and/or Series 65 required; bachelor's degree preferred.
• Minimum 3 years financial industry experience.
• Strong Excel, analytical, and communication skills.
• Competitive pay, PTO, and 14 paid holidays.
• Medical, dental, vision, HSA, and 401(k) match.
• Paid parental leave and adoption assistance.

Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.